Aditya Birla SL Retirement Fund 50s Plus Debt Plan
The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.
Growthvine rating: 1/5 — ranked #10 of 11 in category.
Fund basics
| Category | Solution: Retirement Debt |
|---|---|
| NAV | ₹13.57 (as of 2026-10-01) |
| AUM | ₹14 Cr |
| Expense ratio | 1.81% |
| Riskometer | Moderate |
| Fund manager | Harshil Suvarnkar |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 3.78% |
|---|---|
| Sharpe ratio | -0.7 |
| Standard deviation | 1.33% |
| Max drawdown | −2.40% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 14.8% of Nifty 500's upside and −0.1% of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 1.5% | Q1 (Top) | #2 of 10 |
| 2025 | 4.8% | Q3 | #7 of 10 |
| 2024 | 6.2% | Q4 (Bottom) | #10 of 10 |
| 2023 | 5.1% | Q4 (Bottom) | #10 of 10 |
| 2022 | 1.0% | Q3 | #8 of 10 |